Navigating Risks in Your Late-Retirement Years
There are actually four stages of retirement, each with their own risks. What are the risks in late-retirement (80s+) years? We break down the top 6 risks and how to prepare for them.
Should you pay off your child’s student loan?
Your child has recently graduated but isn't making the kind of cash you are. Should you pay off their student loan? We say no, read why and how you can still help.
Missed RMD Penalty
Did you miss withdrawing your required minimum distribution (RMD) from a retirement account last year? Learn about the new penalty rates and how to possibly get it waived.
How Non-Working Spouses Can Save for Retirement
Can non-working spouses save for retirement? Absolutely! We have a few suggestions to get them started.
A Retirement Income Roadmap for Women
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering…
Investment Planning Throughout Retirement
Investment planning during retirement is not the same as investing FOR retirement and, in many ways, is more complicated. Your working years are your saving years. With luck, your income…
Five Technology Behemoths
If you want to see, perhaps even enjoy, an exercise in futility, run a search in Google on this phrase:
Roth Conversions are a Big Deal
It is no secret 2020 took the world by surprise and will be the year we all remember. It also seems investors have learned there are many things we certainly cannot control.
History and Presidential Elections
What History Tells Us About US Presidential Elections and the Market It’s natural for investors to look for a connection between who wins the White House and which way stocks will go. But as nearly a century of returns shows, stocks have trended upward across administrations from both parties.
Don’t Just Do Something, Stand There!
It is a wry and wise way of turning the conventional wisdom about what to do in bear markets on its head. When panic grips the stock market – as it did in February and March of this year – the gut instinct of investors is to do something.